+1,016.5%
BSX vs APH
+75,813.6%
-74,797.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -47.8% | +46.8% | +10.8% |
| 7D | +2.4% | -48.7% | +51.1% | +15.2% |
| 30D | +0.1% | -51.9% | +52.1% | +14.4% |
| 3M | -2.1% | -43.6% | +41.4% | +6.2% |
| 6M | -33.8% | -37.5% | +3.7% | -30.5% |
| YTD | -49.9% | -38.6% | -11.2% | -47.5% |
| 1Y | -55.4% | -26.3% | -29.1% | -55.8% |
| 3Y | -10.9% | +89.2% | -100.1% | -32.8% |
| 5Y | +6.4% | +119.8% | -113.4% | -23.3% |
| 10Y | +97.0% | +454.3% | -357.2% | +13.4% |
| All | +1,016.5% | +75,813.6% | -74,797.1% | +226.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling